Planning Tools
Understanding Planning Approaches
Proactive Planning
Proactive planning refers to strategies and methods that leverage the law to grow and protect your family's wealthbefore a crisis occurs.
This approach allows you to maximize benefits, minimize taxes, and create a comprehensive plan that ensures your assets are protected and your wishes are honored.
Crisis Planning
Crisis planning addresses immediate needs when you find yourself spending more per month for long-term care costs than you make in monthly income and have no legal plan in place.
These strategies help protect remaining assets and qualify for benefits while ensuring proper care continues.
- Social Security Optimization Calculator
- Required Minimum Distribution (RMD) Calculator
- Roth Conversion Analysis
- Estate Tax Calculator
- Credit Shelter Trust Benefits
These tools demonstrate the financial calculations used to build a comprehensive estate plan that maximizes benefits and minimizes tax burdens.
- Long-Term Care Cost Calculator
- Medicaid Eligibility Assessment
- Care Options Comparison
- Asset Protection Strategies
- Veterans Benefits Evaluation
These tools help you understand and prepare for potential care needs, whether you're planning ahead or facing an immediate care situation.
Why Use Our Planning Tools?
Informed Decisions
Make choices based on real numbers and legal expertise
Save Time
Quickly visualize complex financial scenarios
Maximize Benefits
Identify strategies to protect and grow your assets